-Reconcile the Accounts Before You File
Match each bank, credit-card, and loan account to its statements. Check that deposits and expenses are complete, transfers are recorded clearly, and balances agree.
-Gather the Records Behind the Numbers
Bring together receipts, invoices, mileage logs, contractor details, equipment purchases, loan statements, and owner contributions or withdrawals so the figures have useful support.
-Prepare a Clear Handoff for Your Tax Professional
Provide complete financial reports, clear uncategorized items, flag unusual or personal transactions, and list open questions instead of guessing how an item should be treated
Learn more & register: https://clients.virginiasbdc.org/workshop.aspx?ekey=140460043
